Tale of Two Markets - Asia & USA
We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (River Valley...
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Tuesday Done, Wednesday Coming. Watch Passive Tracking Vs Non-Passive Tracking Indices
As discussed in Tuesday and Wednesday - Big Days for Japan and Your Scorecard for Tuesday & Wednesday in Japan, there is a significant...
373 Views
Is There An Asian Financial Cycle? Look How Chinese Banks Stocks Are Breaking Higher
Ahead of Chinese New Year, 'liquidity-sensitive' Chinese bank stocks are breaking higher. Alongside, the Chinese yield curve, a sound barometer of...
381 Views
Wonkish Comments On The Bond Panic – Liquidity & Capital Flows Warn Asian Investors To Monitor Risks
Bonds matter, particularly for Asian investors, and there are gowing pressures forcing US yields higher and the Treasury yield curve to steepen....
316 Views
Why Is Consensus So Wrong On The US Dollar?
The most widely-shared view at least since late-2016 has been that the USD deserves to be strong. Arguments from '...a World running out of...
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